How to Connect a Custom Domain to Your CRM Website

About Domain Management

Connecting a custom domain, like yourbusiness.com, to your CRM website makes it publicly accessible to visitors using that address. The system handles the connection by verifying your domain's DNS settings and automatically providing a secure SSL certificate for it. This process is only available for sites in the Live environment.

Before You Begin

Ensure you have the following ready before starting:

• You are working in the Live environment (use the environment selector in the top-right header to switch if needed).
• The website is already created in your desired sub-account.
• You have access to manage the DNS settings for your domain at your domain registrar (e.g., GoDaddy, Cloudflare, Namecheap).

Adding a Primary Domain

Follow these steps to connect your main website address.

Step 1: Access Domain Settings

From your CRM dashboard, navigate to Sites and select your website. Click the Manage Website button. Inside the site management dashboard, find the Manage Your Domain section and click + Add Domain.

Step 2: Enter and Verify Your Domain

Enter your full domain name (e.g., example.com) and choose either Auto Configure or Add Manually. The system will check if the domain is already in use elsewhere. If it's available, you can proceed.

Step 3: Configure SSL with TXT Records

To issue a secure SSL certificate, you will need to add specific TXT records provided by the CRM to your domain's DNS at your registrar. It is recommended to set your DNS TTL value to 600 seconds or the lowest possible to speed up propagation. This verification step is required for the primary domain.

Step 4: Add Final DNS Records and Verify

After the TXT records are verified, you will be provided with CNAME and A records. Add these to your domain's DNS as instructed. Once added, click the Verify DNS Records button in the CRM. The system will confirm the setup, and your domain will be connected.

Adding a Subdomain

The process for adding a subdomain (like blog.example.com) is similar but skips the SSL TXT record step, as the primary domain's certificate covers it.

1. In the Manage Your Domain section, click + Add Domain.
2. Enter your full subdomain name and select your configuration method.
3. After the domain is checked, you will be given CNAME and A records to add to your DNS.
4. Add these records at your registrar and then click Verify DNS Records in the CRM to complete the connection.

Managing Your Connected Domains

The domain dashboard provides an overview of all your connected domains and subdomains. You can:

• View the status of your SSL certificate issuance.
• Check if your DNS records are verified.
• Designate one domain as the primary address for your site.
• Easily switch between the www and non-www version of a domain.
• Manage up to five total domains or subdomains per site.

Common Questions

Why does a primary domain need TXT records but a subdomain doesn't?

The TXT record validation proves you own the root domain so a universal SSL certificate can be issued. Subdomains are secured under this same certificate once the primary domain is validated.

How long does DNS propagation take?

While many updates take effect within an hour, it can sometimes take up to 48 hours to propagate globally. Using a low TTL value (like 600 seconds) can help speed up the process.

What if my domain is already connected to another location in the CRM?

The domain must be removed from its current location before it can be added to a new one. Please contact the owner of the other location or reach out to support for assistance.

Do I need to add both the A and CNAME records shown?

Yes. For your connection to work correctly, you must add all the DNS records exactly as they are provided to you in the setup instructions.